Bartlett & Co Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.75M | Sell |
15,690
-11,615
| -43% | -$1.29M | 0.02% | 222 |
|
|
2025
Q4 | $3M | Sell |
27,305
-288
| -1% | -$31.9K | 0.04% | 170 |
|
|
2025
Q3 | $3.07M | Buy |
27,593
+86
| +0.3% | +$9.5K | 0.04% | 167 |
|
|
2025
Q2 | $3.03M | Sell |
27,507
-16
| -0.1% | -$1.75K | 0.04% | 164 |
|
|
2025
Q1 | $3.06M | Sell |
27,523
-103
| -0.4% | -$11.2K | 0.05% | 157 |
|
|
2024
Q4 | $2.94M | Sell |
27,626
-1,502
| -5% | -$163K | 0.04% | 166 |
|
|
2024
Q3 | $3.22M | Sell |
29,128
-241
| -0.8% | -$26.2K | 0.05% | 161 |
|
|
2024
Q2 | $3.14M | Sell |
29,369
-2,566
| -8% | -$273K | 0.05% | 161 |
|
|
2024
Q1 | $3.43M | Sell |
31,935
-756
| -2% | -$80.8K | 0.05% | 156 |
|
|
2023
Q4 | $3.52M | Sell |
32,691
-3,766
| -10% | -$394K | 0.06% | 154 |
|
|
2023
Q3 | $3.78M | Sell |
36,457
-2,836
| -7% | -$300K | 0.07% | 149 |
|
|
2023
Q2 | $4.23M | Sell |
39,293
-4,035
| -9% | -$439K | 0.07% | 145 |
|
|
2023
Q1 | $4.78M | Sell |
43,328
-1,171
| -3% | -$127K | 0.09% | 131 |
|
|
2022
Q4 | $4.74M | Sell |
44,499
-36,199
| -45% | -$3.87M | 0.1% | 132 |
|
|
2022
Q3 | $8.47M | Sell |
80,698
-1,031
| -1% | -$117K | 0.18% | 97 |
|
|
2022
Q2 | $9.31M | Sell |
81,729
-3,598
| -4% | -$427K | 0.19% | 98 |
|
|
2022
Q1 | $10.6M | Buy |
85,327
+4,574
| +6% | +$575K | 0.19% | 97 |
|
|
2021
Q4 | $10.4M | Buy |
80,753
+60,487
| +298% | +$7.8M | 0.18% | 98 |
|
|
2021
Q3 | $2.59M | Buy |
20,266
+120
| +0.6% | +$15.5K | 0.05% | 157 |
|
|
2021
Q2 | $2.58M | Sell |
20,146
-500
| -2% | -$63.5K | 0.05% | 159 |
|
|
2021
Q1 | $2.59M | Sell |
20,646
-9,591
| -32% | -$1.21M | 0.05% | 155 |
|
|
2020
Q4 | $3.86M | Sell |
30,237
-299
| -1% | -$37.7K | 0.08% | 138 |
|
|
2020
Q3 | $3.86M | Buy |
30,536
+3,250
| +12% | +$408K | 0.09% | 134 |
|
|
2020
Q2 | $3.36M | Buy |
27,286
+9,280
| +52% | +$1.13M | 0.09% | 135 |
|
|
2020
Q1 | $2.12M | Buy |
18,006
+12,565
| +231% | +$1.48M | 0.06% | 151 |
|
|
2019
Q4 | $634K | Sell |
5,441
-235
| -4% | -$27.3K | 0.02% | 240 |
|
|
2019
Q3 | $660K | Sell |
5,676
-220
| -4% | -$25.5K | 0.02% | 230 |
|
|
2019
Q2 | $681K | Sell |
5,896
-1,054
| -15% | -$120K | 0.03% | 187 |
|
|
2019
Q1 | $786K | Sell |
6,950
-13
| -0.2% | -$1.44K | 0.03% | 179 |
|
|
2018
Q4 | $763K | Sell |
6,963
-19,280
| -73% | -$2.1M | 0.03% | 178 |
|
|
2018
Q3 | $2.9M | Buy |
26,243
+20
| +0.1% | +$2.23K | 0.11% | 108 |
|
|
2018
Q2 | $2.96M | Buy |
26,223
+1,475
| +6% | +$166K | 0.12% | 101 |
|
|
2018
Q1 | $2.8M | Buy |
+24,748
| New | +$2.79M | 0.12% | 104 |
|
Other funds holding TIP
SLI
Bartlett & Co Wealth Management's TIP Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its iShares TIPS Bond ETF (TIP) stake by 43% in Q1 2026, selling an estimated $1.29M and leaving 15,690 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #222.
Bartlett & Co Wealth Management first reported a position in TIP in Q1 2018 and has held it in 33 quarters since. The position peaked at $10.6M in Q1 2022. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.
- Bartlett & Co Wealth Management held 15,690 shares of iShares TIPS Bond ETF worth $1.75M as of Q1 2026.
- Bartlett & Co Wealth Management sold 11,615 iShares TIPS Bond ETF shares in Q1 2026, an estimated $1.29M.
- iShares TIPS Bond ETF made up 0.02% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #222 holding.
- Bartlett & Co Wealth Management first reported a position in iShares TIPS Bond ETF in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's iShares TIPS Bond ETF position peaked at $10.6M in Q1 2022.
- 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.